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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Windward Wealth Strategies, Inc. (swap one in):+ Wilon Wealth Management $264.1M · Urbandale, IA+ Highstone Group $263.9M · Richmond, VA+ Westhampton Capital $238.5M · Winston-Salem, NC+ Prossimo Advisors LLC $238.5M · San Luis Obispo, CA
Oshkosh, WI
Lexington, KY
Beaverton, OR
Assets under management$251.2M$264M$264.2M
Asset growth, last 2 years+36%+13%+63%
Advisory staff235
Individual clients394227272
Assets per client$638K$1.2M$971K
Clients per advisor1977654
Main custodianFidelityRaymond JamesSchwab
Filing with the SEC since201520172021
Tools in their stack––3
People on Advicer.bio252

From each firm's latest Form ADV (Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolWindward Wealth Strategies, Inc.Wallace Hart Capital ManagementRoi Financial
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Tax Planning
ProConnect––Uses it

Custodians on Form ADV: Windward Wealth Strategies, Inc.: Fidelity, Schwab · Wallace Hart Capital Management: Raymond James · Roi Financial: Schwab